See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,980 | $67,606-14.2% | $82,313-29.6% | $70,131-17.3% |
| Participation rate | 98.6% | 72.8%+25.8pp | 76.9%+21.7pp | 69.5%+29.1pp |
| Annual return | 14.83% | 21.57%-6.7pp | 25.88%-11.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,198 | $1,755-31.7% | $2,428-50.7% | $2,342-48.9% |
| Participant deferral / active EE | $1,301 | $2,987-56.4% | $3,706-64.9% | $3,332-60.9% |
| Admin fee / account holder | $2,230 | $4,512-50.6% | $5,608-60.2% | $4,645-52.0% |